Create New Entity Forms

[Applies to: Microsoft Dynamics CRM 2011]

Microsoft Dynamics CRM 2011 introduces the capability to define more than one main form for each entity. Use multiple forms to create forms that are customized to specific roles or tasks in the organization. Use security roles to control which groups will be able to use the forms you create.

Create a Form

Create a New Form

For those entities that allow for creation of new forms, click New on the Forms grid to start a new form. This new form will be based on the form that is at the top of the list of forms displayed in the Form Order dialog box for that form type.

Create a Form Based on an Existing Form

From the Form editor, click Save As to create a new form that is based on the form you are currently editing. You can use the base form as a template to create other forms.

When you create a new form in this manner the new form is a copy of the original. There is no inheritance between forms. Therefore, changes to the base form will not automatically be applied to any forms created from it.

Programmatically Create a Form Based on an Existing Form

Use the CopySystemFormRequest message to create a new entity form that is based on an existing entity form. This message accepts the ID value of an existing form and creates a new form that uses the same layout.